Smartkarma Originals
A Bull Investment Case for TSMC (In-Depth Version)
Taiwan Semiconductor Mfg Co has dominated the foundry segment over the past two decades. With revenues of $33 billion in 2017, the company had a...
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Smartkarma Originals
A Bear Investment Case for TSMC (Summary Version)
From end of 2008 to end of 2017, Taiwan Semiconductor Manufacturing Company (TSMC) (2330 TT) had a remarkable run with the share price up more...
787 Views
TSMC Make or Break Support After Trend Break Down
TSMC has struggled after breaking trend support last summer and from pressure stemming from the double top.Underlying support is starting to take...
450 Views
AAPL’s Detrimental IPhone Discounts; China Wholesaler Interview
Over the weekend, Apple Inc (AAPL US) iPhone prices continued to bleed after large cuts started last week as distributors rush to destock. This...
657 Views
Buy the Chip Equip Dip
The capital equipment space offers moats and growth at favorable prices.In April 2016, we published a report on the wafer fabrication equipment, or...
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